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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IPS
1101
Investors Portfolio Services
Washington
$944 +$929 +9 New
BGA
1102
Battery Global Advisors
Massachusetts
$855 – – –
KCM
1103
Key Capital Management
Tennessee
$819 +$826 +8 New
DF
1104
Dunhill Financial
United Kingdom
$769 +$206 +2 +33%
WA
1105
WestEnd Advisors
North Carolina
$717 +$206 +2 +40%
HIA
1106
HFM Investment Advisors
New Jersey
$615 – – –
UCB
1107
United Community Bank
South Carolina
$614 -$3.71K -36 -86%
NL
1108
NVWM LLC
Pennsylvania
$614 – – –
SWM
1109
SHP Wealth Management
Massachusetts
$576 +$619 +6 New
TBFA
1110
Three Bearings Fiduciary Advisors
New Hampshire
$529 +$516 +5 New
OC
1111
Oakworth Capital
Alabama
$512 – – –
QWM
1112
Quaker Wealth Management
New Jersey
$512 – – –
APW
1113
Aventura Private Wealth
Florida
$512 +$516 +5 New
AWM
1114
Activest Wealth Management
Florida
$410 -$310 -3 -43%
TC
1115
Trust Company
Kansas
$410 – – –
ACA
1116
American Capital Advisory
Idaho
$410 +$103 +1 +33%
YDMI
1117
Y.D. More Investments
Israel
$402 -$37.3K -361 -22%
SA
1118
Seneschal Advisors
Washington
$308 – – –
CWP
1119
Concord Wealth Partners
Virginia
$205 – – –
PWAM
1120
Private Wealth Asset Management
Iowa
$205 – – –
GFA
1121
Godfrey Financial Associates
New York
$205 +$206 +2 New
SFG
1122
Strive Financial Group
Indiana
$205 +$206 +2 New
TFM
1123
TFC Financial Management
Massachusetts
$103 – – –
DWM
1124
Dogwood Wealth Management
Kansas
$102 -$1.03K -10 -91%
MI
1125
Motiv8 Investments
Florida
$35 +$35.1K +340 New
43 44
45
46 47